Converso CRM

Converso CRM is a powerful, intelligent lead management and sales automation mobile application designed to streamline lead capture, follow-up workflows, team collaboration, and customer conversion for modern businesses. Built with high performance and enterprise-grade security, Converso CRM ensures every sales inquiry is captured instantly, assigned efficiently, and followed up without delay.

AUTOMATED MULTICHANNEL LEAD CAPTURE Never lose a prospect again. Converso CRM aggregates incoming leads from multiple digital and physical channels into a single unified pipeline:

- Meta Lead Ads Integration: Connect Facebook Pages and Instagram Lead Ads for real-time, automatic lead ingestion.
- AI Business Card Scanner: Extract contact details from physical business cards using your mobile camera or photo gallery.
- QR Code and NFC Scanning: Capture lead information instantly at physical events, trade shows, and meetings using integrated QR code and NFC tag readers.
- Google Sheets Synchronization: Connect Google Spreadsheets for seamless bi-directional lead importing and exporting.
- Custom Webhook Form Endpoints: Connect website contact forms, landing pages, and third-party web apps via secure form endpoints.
- Manual Lead Management: Easily create and manage custom lead entries with custom field attributes.

INSTANT COMMUNICATION AND OUTREACH Engage prospective clients immediately with built-in communication tools:

- One-Tap WhatsApp Messaging: Send personalized WhatsApp outreach messages using customizable templates with dynamic keyword placeholders.
- Direct Call Tracking: Dial leads directly from the application with automatic activity and call logging in the lead timeline.
- Digital Marketing Creatives: Attach PDF brochures, product catalogs, proposal documents, and image assets directly to messaging templates.

TASK MANAGEMENT AND TODAY AGENDA Stay organized and maintain follow-up discipline across your entire sales team:

- Action-Oriented Daily View: View follow-up tasks categorized clearly into Upcoming, Overdue, and Completed sections.
- One-Tap Quick Actions: Execute calls, open WhatsApp chats, mark tasks as completed, or reschedule follow-ups with a single tap.
- Interaction History: Record activity notes and update follow-up schedules on the fly.

PIPELINE TRACKING AND PRIVACY COMPLIANCE Maintain full visibility over your sales funnel while prioritizing data privacy:

- Visual Sales Stages: Track prospect movement through customizable sales pipeline stages from raw lead to closed deal.
- Detailed Activity Timeline: Inspect comprehensive audit trails containing call logs, WhatsApp dispatch records, notes, and status updates.
- Data Privacy Safeguards: Built-in consent tracking compliant with DPDP Act 2023 guidelines, allowing consent withdrawal to restrict outreach calls and messages.

MULTI-BUSINESS MANAGEMENT AND ROLE-BASED PERMISSIONS Scale your business operations across multiple brands or branch locations:

- Business Switcher: Manage multiple company profiles or franchises from a single app account with complete data isolation.
- Role-Based Access Control: Protect sensitive customer data using granular permissions for Owner, Manager, and Staff roles across leads, team management, exports, and billing.
- Team Lead Distribution: Assign and reassign leads to sales representatives to ensure swift response times.
- Frictionless Team Onboarding: Invite team members quickly using secure phone-gated invitations.

ANALYTICS AND INSIGHTS DASHBOARD Make data-driven business decisions with real-time performance tracking:

- Performance Dashboard: Track monthly lead acquisition volume, conversion rates, and team activity metrics.
- Centralized Settings: Manage business profiles, team access permissions, API integrations, and billing from one centralized interface.
- Transform your sales process, empower your team, and close deals faster with Converso CRM.